Security National Bank of So Dak’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Security National Bank of So Dak’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Hold	3,200	–	–	0.16%	100
2025 Q4	$310K	Hold	3,200	–	–	0.15%	92
2025 Q3	$307K	Hold	3,200	–	–	0.15%	91
2025 Q2	$291K	Hold	3,200	–	–	0.16%	90
2025 Q1	$266K	Hold	3,200	–	–	0.15%	94
2024 Q4	$291K	Hold	3,200	–	–	0.16%	91
2024 Q3	$294K	Hold	3,200	–	–	0.16%	86
2024 Q2	$282K	Hold	3,200	–	–	0.17%	86
2024 Q1	$292K	Hold	3,200	–	–	0.18%	87
2023 Q4	$254K	Hold	3,200	–	–	0.17%	87
2023 Q3	$231K	Hold	3,200	–	–	0.17%	91
2023 Q2	$240K	Buy	+3,200	New	+$228K	0.17%	89
2022 Q4	$219K	Sell	3,200 -1,016	-24%	-$69.8K	0.16%	92
2022 Q3	$266K	Hold	4,216	–	–	0.24%	80
2022 Q2	$269K	Hold	4,216	–	–	0.22%	82
2022 Q1	$326K	Hold	4,216	–	–	0.23%	81
2021 Q4	$359K	Hold	4,216	–	–	0.24%	77
2021 Q3	$334K	Buy	+4,216	New	+$342K	0.26%	76
2021 Q2	–	Sell	-4,216	Closed	-$330K	–	102
2021 Q1	$330K	Buy	+4,216	New	+$325K	0.27%	71

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Security National Bank of So Dak's IJK Position: Q1 2026 in Review

Security National Bank of So Dak held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 3,200 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #100.

Security National Bank of So Dak first reported a position in IJK in Q1 2021 and has held it in 19 quarters since. The position peaked at $359K in Q4 2021. 934 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Security National Bank of So Dak held 3,200 shares of iShares S&P Mid-Cap 400 Growth ETF worth $322K as of Q1 2026.
Security National Bank of So Dak left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Security National Bank of So Dak's portfolio in Q1 2026, its #100 holding.
Security National Bank of So Dak first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 19 quarters since.
Security National Bank of So Dak's iShares S&P Mid-Cap 400 Growth ETF position peaked at $359K in Q4 2021.
934 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.